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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,526 | $114,093-84.6% | $96,171-81.8% | $167,536-89.5% |
| Participation rate | 64.7% | 75.1%-10.4pp | 68.4%-3.7pp | 82.1%-17.4pp |
| Annual return | 17.66% | 190.00%-172.3pp | 192.04%-174.4pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,282 | $3,429-33.5% | $2,799-18.5% | $4,839-52.8% |
| Participant deferral / active EE | $4,019 | $5,197-22.7% | $4,350-7.6% | $6,342-36.6% |
| Admin fee / account holder | $59 | $6,899-99.1% | $5,538-98.9% | $12,315-99.5% |